A detailed history of Ever Source Wealth Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 10,190 shares of DIS stock, worth $1.18 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,190
Previous 10,987 7.25%
Holding current value
$1.18 Million
Previous $1.09 Million 10.09%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$85.6 - $98.61 $68,223 - $78,592
-797 Reduced 7.25%
10,190 $980,000
Q2 2024

Aug 13, 2024

BUY
$99.29 - $122.82 $167,204 - $206,828
1,684 Added 18.1%
10,987 $1.09 Million
Q1 2024

Jun 11, 2024

BUY
$89.29 - $122.36 $201,973 - $276,778
2,262 Added 32.13%
9,303 $1.14 Million
Q4 2023

Feb 09, 2024

SELL
$79.32 - $96.06 $285,155 - $345,335
-3,595 Reduced 33.8%
7,041 $635,000
Q3 2023

Nov 03, 2023

SELL
$79.9 - $91.76 $72,309 - $83,042
-905 Reduced 7.84%
10,636 $862,000
Q2 2023

Aug 04, 2023

BUY
$87.82 - $102.97 $325,987 - $382,224
3,712 Added 47.41%
11,541 $1.03 Million
Q1 2023

May 11, 2023

BUY
$88.99 - $113.21 $213,664 - $271,817
2,401 Added 44.23%
7,829 $783,000
Q4 2022

Feb 09, 2023

SELL
$84.16 - $106.54 $69,095 - $87,469
-821 Reduced 13.14%
5,428 $471,000
Q3 2022

Nov 07, 2022

BUY
$91.84 - $124.96 $345,042 - $469,474
3,757 Added 150.76%
6,249 $590,000
Q2 2022

Aug 01, 2022

BUY
$93.29 - $138.58 $82,748 - $122,920
887 Added 55.26%
2,492 $235,000
Q1 2022

May 25, 2022

BUY
$129.03 - $157.89 $44,128 - $53,998
342 Added 27.08%
1,605 $220,000
Q4 2021

Feb 07, 2022

BUY
$142.15 - $177.71 $179,535 - $224,447
1,263 New
1,263 $196,000

Others Institutions Holding DIS

About Walt Disney Co


  • Ticker DIS
  • Exchange NYSE
  • Sector Communication Services
  • Industry Entertainment
  • Shares Outstandng 1,823,059,968
  • Market Cap $211B
  • Description
  • The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. It operates through two segments, Disney Media and Entertainment Distribution; and Disney Parks, Experiences and Products. The company engages in the film and episodic television content production and distribution activities, as well as oper...
More about DIS
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